Firm
ADG Wealth Management Group
Metairie, Louisiana
Fee-only
ADG Wealth Management Group at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 4 employees and 555 individual clients, 149 of them high net worth.
- Its average account is about $217,000 (assets it manages divided by its 1,553 accounts).
Facts
| Based in | Metairie, Louisiana |
|---|---|
| Website | adgwealth.com |
| Phone | (504) 267-9880 |
ADG Wealth Management Group fees
ADG Wealth Management Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $336 million |
| Individual clients | 406 |
| High-net-worth clients | 149 |
| Accounts managed | 1,553 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-81006) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 132341 |